Expectations trend
FY2028 · fiscal year ending 2028-01-03 · fmp
Wolverine World Wide, Inc. (WWW)
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-04
$23.50+8.65%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.85 → 1.85 EPS · FY ending Jan 3, 2028 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WWW yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS grows to at least $1.47 | A supporting condition in Wolverine World Wide, Inc.'s published investment case. The stated target is >=1.47 USD per share. | Intact | EPS falls below $1.30 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-03 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is an execution-dependent business with some growth and margin improvement, but it is not yet a steady, profitable compounder because earnings quality is loss-making. The thesis is intact, although confidence is medium and the main priorities show mixed progress.
The valuation evidence points to WWW being cheap versus peers, with the market’s expectations below the model’s view; the priced-in tag is justified and fragility is low. The valuation measure recently fell, while the evidence does not identify a specific level of expectations that would remove the business risks.
Near-term results show revenue growth and improved operating margin, and management’s full-year guidance calls for further operating-margin expansion. Gross margin has declined, however, and tariff costs remain a pressure despite price increases and cost savings; a recent guidance cut after the August raise would also damage management credibility.
Over the next few quarters, the thesis depends on revenue growth continuing and operating-margin gains being delivered without further gross-margin erosion. Guidance credibility is a key swing factor, while results and guidance from NKE, DECK, and CROX may signal whether the sector backdrop is helping or weakening.
Over a 1-3 year horizon, WWW has evidence of improving sales and operating margins, but loss-making earnings and elevated risk keep the long-term thesis dependent on execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Wolverine World Wide, Inc.'s published investment case. The stated target is >=46.4%. |
| Intact |
| Gross margin falls below 45% in FY26 |
Gross margin: 46.47% FY2026-Q2; GAAP. Published target: >=46.4%. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 202646.465245 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “• Gross margin to be approximately 46.9%, down 40 basis points compared to 2025.” “• Gross margin to be approximately 46.0%, down 130 basis points compared to 2025 gross margin.” Gross profit was $235.300 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Operating margin improves to at least 9.2% | A primary condition in Wolverine World Wide, Inc.'s published investment case. The stated target is >=9.2%. | Intact | Operating margin falls below 8% in FY26 | Operating margin: 9.34% FY2026-Q2; GAAP. Published target: >=9.2%. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 20269.340442 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows at least 8% annually | A primary condition in Wolverine World Wide, Inc.'s published investment case. The stated target is >=8% YoY. | Intact | YoY revenue growth falls below 8% in FY26 | Revenue growth: 6.79% FY2026-Q2; GAAP. Published target: >=8% YoY. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 20266.790384 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.76 → $1.85 · observed estimates
$2.09B → $2.11B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.76 | $2,093,455,649 | 6 / 8 |
| 2026-07-25 | $1.76 | $2,093,455,649 | 6 / 8 |
| 2026-07-26 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-07-27 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-07-28 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-07-29 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-07-30 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-07-31 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-01 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-02 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-03 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-04 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-05 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-06 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-08 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-09 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-10 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-12 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-13 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-14 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-15 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-16 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-17 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-18 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-19 | $1.76 | $2,093,930,543 | 6 / 8 |
| 2026-08-20 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-21 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-22 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-23 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-24 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-25 | $1.84 | $2,113,413,652 | 6 / 8 |
| 2026-08-26 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-27 | $1.84 | $2,113,413,658 | 6 / 8 |
| 2026-08-28 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-08-29 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-08-30 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-08-31 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-09-01 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-09-02 | $1.85 | $2,113,413,658 | 6 / 8 |
| 2026-09-03 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-04 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-05 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-06 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-07 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-08 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-09 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-10 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-11 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-12 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-13 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-14 | $1.85 | $2,113,411,911 | 6 / 8 |
| 2026-09-15 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-16 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-17 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-18 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-19 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-20 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-21 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-22 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-23 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-24 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-25 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-26 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-27 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-28 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-29 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-09-30 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-01 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-02 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-03 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-04 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-05 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-06 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-07 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-08 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-09 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-10 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-11 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-12 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-13 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-14 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-15 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-16 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-17 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-18 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-19 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-20 | $1.85 | $2,113,631,911 | 6 / 8 |
| 2026-10-21 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-22 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-23 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-24 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-25 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-26 | $1.85 | $2,113,429,811 | 6 / 8 |
| 2026-10-27 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-10-28 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-10-29 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-10-30 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-10-31 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-11-01 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-11-02 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-11-03 | $1.85 | $2,113,879,841 | 6 / 8 |
| 2026-11-04 | $1.85 | $2,112,949,842 | 6 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.